💸Payroll

This page provides a step by step guide for FAQs related to 'Payroll' tab in the employee profile

1. How to process Arrears?

There are 2 types of Arrears that you can process

1. Increment:

2. Single Employee

3. Bulk Employees

4. ‘LOP Credit Days’ in monthly Input

Increment

Precondition:

Ensure that you entered the LOP days in the monthly input before proceeding to the Increment process.

A. Increment for Single Employee

Step 1: Log into the cloud portal, go to the ‘Employee’ menu and select the ‘Employee List’ submenu.

Step 2: Select the employee from the list to go to their profile.

Step 3: Under the ‘Payroll’ tab, click on the ‘Increment’ subtab. Here you can see the employee’s past increment details. Click on the ‘+’ icon towards the right-hand corner of the screen to add a new increment.

Step 4: Select the ‘Apply On’ month from the drop-down, select ‘Effective Date’ and click on the ‘Proceed’ button.

Step 5: The system will fetch a value for LOP days, you need to specify the number of LOP days ‘Before’ and ‘After’ effective date of increment. Next, in the ‘New Value’ field enter the employee’s salary after the increment and click on the ‘Save’ button.

Once you conclude these steps, arrears for the single employee will be processed.

B) Bulk Employees Increment

Step 1: Log into the cloud portal, go to the ‘Payroll’ menu and under the ‘Import’ submenu click on the ‘Increment’ option.

Step 2: Download the ‘Sample Increment Import’ file from the upper right-hand corner of the screen and prepare the file for upload with the necessary data accordingly

Step 3: Select the employee category from the ‘Category’ dropdown and fields will be visible.

Step 3: Select a template from the ‘Select Template’ dropdown and upload the file in the ‘Import Templates’ field.

Step 4: Enter value for the ‘Starting-Ending Row’ and ‘Employee Code Column Name’, then select ‘Increment Apply On Month’ and ‘Increment Apply On Year’. The ‘Sheet Name’ will be auto-populated; if there are multiple sheets, you can select those from the dropdown.

Step 5: Select ‘Effective Date Column Name’. Select te employee’s number of leaves with respect to effective date from the ‘Before Days (LOP/PD) Column’ and ‘After Days (LOP/PD) Column’ dropdowns.

Step 6: Map the ‘Component Names’ according to the Excel sheet using respective dropdowns.

Step 7: Click the ‘Save Settings’ button so the settings will be saved and then click on the ‘Upload File’ button and the shift will be assigned to the employees.

Once you complete these stages arrears for bulk employee increments will be processed.

‘LOP Credit Days’ in monthly input

To put ‘LOP Credit Days’ in monthly input & process arrear days accordingly follow the steps below.

Step 1: In the cloud portal click on the ‘Employee’ menu and select the ‘Employee List’.

Step 2: Select an employee for whom you want to process arrears and their profile will open.

Step 3: Under the ‘Payroll’ tab click on the ‘Monthly Input’ subtab. Select the ‘Month’ and ‘Year’, then click on the ‘Edit’ button and more options will appear below.

Step 4: In the ‘LOP Credit Days’ field enter the required value, click on the ‘Save’ button and the arrears will be processed accordingly.

For any queries, contact [e-mail]

2. How to process payroll?

Step 1: Log into the cloud portal and click on the ‘Employee’ click on ‘Employee List’

Step 2: Select the employee from the list to go to the employee profile.

Step 3: Click on ‘Payroll’ and select ‘Monthly Input’ select the month and click on ‘View’. Fill in the required fields and click on the ‘Save’ button.

Step 4: Click on the ‘Payroll Process’ and select the month. Now click on the ‘Process Payroll’ button.

If you are unable to make above changes kindly contact us at [e-mail]